Wintrust Financial
WTFC
194 hedge funds and large institutions have $2.42B invested in Wintrust Financial in 2015 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 84 increasing their positions, 64 reducing their positions, and 24 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 64
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
1% more capital invested
Capital invested by funds: $2.4B → $2.42B (+$28.7M)
8% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 24
2% less funds holding
Funds holding: 197 → 194 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$53.6M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
+$27.1M |
| 3 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$20.1M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$16.9M |
| 5 |
Goldman Sachs
New York
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SM
Stratton Management
King Of Prussia,
Pennsylvania
|
-$22M |
| 2 |
State Street
Boston,
Massachusetts
|
-$14.9M |
| 3 |
Bank of New York Mellon
New York
|
-$14.2M |
| 4 |
KAM
Keeley Asset Management
Chicago,
Illinois
|
-$10.1M |
| 5 |
PFC
Phocas Financial Corp
Alameda,
California
|
-$8.91M |
WTFC Hedge Fund Activity: Q3 2015 in Review
194 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q3 2015, worth a combined $2.42B — up 1.2% from $2.4B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of WTFC and 22 opened new positions — a net loss of 2 holders — while 64 trimmed existing stakes and 84 added.
The largest buyer was Massachusetts Financial Services, adding an estimated $53.6M. The largest seller was Stratton Management, exiting entirely with an estimated $22M sold.
- 194 institutional investors held Wintrust Financial (WTFC) as of Q3 2015, down from 197 in Q2 2015.
- Funds reported $2.42B of Wintrust Financial stock for Q3 2015, up 1.2% quarter-over-quarter.
- 22 funds opened new Wintrust Financial positions in Q3 2015 and 24 closed out, a net change of -2 holders.
- The largest Wintrust Financial buyer in Q3 2015 was Massachusetts Financial Services, an estimated $53.6M added.
- The largest Wintrust Financial seller in Q3 2015 was Stratton Management, an estimated $22M sold.
Based on aggregated 13F filings for Q3 2015.